Advisor at Madson Wealth Advisors Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Madson Wealth Advisors Inc.
Location
Santa Rosa, CA 95401
Credentials
ChFC®, Series 63, Series 66
Industry experience
25 years
Yvonne Madson is a ChFC® credentialed financial advisor with 25 years of industry experience. She is currently with Madson Wealth Advisors Inc. and previously worked for over two decades at Thrivent Investment Management Inc. and Thrivent Financial for Lutherans. Madson Wealth Advisors serves individuals, high-net-worth clients, and institutional entities, offering asset management, portfolio management, and financial planning services. The firm employs a combination of fundamental and technical analysis with a diverse range of investment tools, tailoring portfolios to client objectives and risk tolerances.
Based on Madson Wealth Advisors Inc.
Financial planning and consulting flat fees range from $2,400 to $5,000
$0 - $100,000: 1.50% $100,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000 - $3,000,000: 0.50% $3,000,000 - $5,000,000: 0.40% $5,000,000 - $10,000,000: 0.35% $10,000,000 - $25,000,000: 0.30% $25,000,000+: 0.25%
Maximum hourly fee up to $400
1160 North Dutton Ave, Ste 210
Santa Rosa, CA 95401
California · New Hampshire · Texas
Madson Wealth Advisors, Inc.
2026 - Present (1 year)
Commonwealth Financial Network dba Madson Wealth Advisors, Inc.
2024 - 2026 (2 years)
Thrivent Investment Management INc
2002 - 2024 (22 years)
THRIVENT FINANCIAL for Lutherans
2002 - 2024 (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Santa Rosa, CA
Trusted Path Wealth Management, LLC
CFP®, Series 66
Rohnert Park, CA
Northbay Advisors
CFP®, Series 63
Healdsburg, CA
Gemmer, Robert Arden
Series 63, Series 66
Windsor, CA
Integritas Semper, LLC
Series 63, Series 65
Sonoma, CA
Magnum Financial
Series 65
Santa Rosa, CA
Janian Investment Advisers, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")